Introduction: Streamlining and assessing your pipeline management is non-negotiable if you are a serial acquirer or serious about leveraging M&A for growth or value creation. The data you can capture from your pipeline is critical to extracting value from the deal. In addition, it provides an opportunity for the M&A team to learn and continue … Read more
Undoubtedly, leveraging M&A activity can bring unprecedented value to companies. More specifically, frequent buyers (sometimes referred to as serial acquirers) — no matter their size — increase company value faster than infrequent acquirers. However, simply entering the M&A arena does not guarantee value creation — especially in the competitive post COVID-19 marketplace. In fact, it is only … Read more
This post was originally published in November 2021 and updated in August 2022 to include up-to-date information. Introduction Companies engaged in the world of M&A need to be focused in their intent and execution of deals if they are to realize maximum value from deals. How best to do this? First, an overarching strategy must … Read more
Clayton Stanley, Executive VP of Corporate Development for AmeriVet Partners Management, Inc., has successfully led his team to its highest number of transactions in a year. In fact, AmeriVet is on track to close over 60 transactions this calendar year. Stanley notes leveraging a roll-up strategy and working towards multiple transactions a year is a play most … Read more
Our newest platform, Pipeline+ is a CRM purpose-built for M&A. We have been busy adding exciting new features into this centralized, intuitive tool that helps M&A professionals manage relationships, build a pipeline of opportunities, and report on real progress.
Introduction: “Saying ‘I don’t have time for CRM,’ is like saying, ‘I don’t have time to look at my GPS app because I am too busy trying to figure out the best way to get from here to there.” — Marketing Consultant Bobby Darnell This clever simile illustrates the power behind customer relationship management (CRM) … Read more
Introduction: Roll ups are predicted to be a significant part of M&A strategy in 2021. Historically, they have faced both praise and criticism from industry experts — at times dubbed fool-proof ways to generate value, while at other times called out for high failure rates. With these conflicting views in mind, below we clear some … Read more
As an acquisitive company, it’s important to have the right resources to support your pipeline process. Having a robust tool implemented can help your team: Below are the 5 things your team needs to construct a winning acquisition pipeline: 1. Inactive Deal Archiving When a deal dies or becomes inactive, it’s important to keep the … Read more
Deal sourcing is fundamental to M&A activity and represents the first stage of any transaction. Put simply, it involves creating leads and managing relationships with intermediaries so as to bring about a deal. Approaches to deal sourcing vary between firms. Some companies engage investment banks or other advisors dedicated to deal sourcing, while others utilize … Read more